KBK Wealth Management Company Profile, Contacts & Intelligence

Financial Services28 West 44th Street15 employees
4 contacts with email or phone data4 with email data3 with phone data
View verified contacts Compare competitors
Employees
15
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
1
Mapped contact coverage

KBK Wealth Management Overview

KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. We deliver professional wealth management with a unique integration of tax and financial planning strategies. These strategies are designed to provide clients the one-stop shopping needed to act quickly and expertly when making decisions that will affect them now and into the future. Our seasoned management team has a deep understanding of our clients concerns. We bring an entrepreneurial spirit and vision to help offer solutions, take advantage of investment opportunities, and optimize benefits to help clients move forward confidently in achieving their financial goals. This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, GA, MA, MD, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, www.finra.org, www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by KBK Wealth Management, LLC are separate and unrelated to Commonwealth. KBK Wealth Management, LLC, 28 West 44th Street, Suite 1200, New York, NY 10036 212.944.8504. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.

Headquarters
28 West 44th Street
Website
kbkwealth.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
New York

KBK Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 3 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using KBK Wealth Management's company email domain.
Executive
2

KBK Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Alan Brachfeld
Financial Advisor, Partner Kbk Wealth
EP
R
Richard Kass
Partner at Kbk Wealth Management - 28
EP
J
Jeff Feinstein
Wealth Management - Financial Planning
EP
S
Sviatlana Maslava, Mba
Registered Client Service Associate.
E

KBK Wealth Management Workforce Composition

Seniority breakdown across 11 visible profiles.

Individual contributor
6
Executive
2
Associate / junior
2
Manager
1

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